PAST TOP PICK
(A Top Pick Sep 12/22, Up 2%)

Will continue to hold.
Solid dividend that is dependable.
Expecting a $85 share price in 2024.
Excellent business.

PAST TOP PICK
(A Top Pick Sep 12/22, Up 7%)

Excellent performance the past year given tough year with rising interest rates.
Current share price undervalued - should be $15 or $16.
Strong business that will continue to own shares in.
Renewable business roll-up not a concern.

PAST TOP PICK
(A Top Pick Sep 12/22, Down 11%)

Company has found its footing with new management.
Recent asset sale to Altagas was favorable.
Tidewater Renewables will be a catalyst to further growth.
Will continue to own shares.

HOLD

Cheap share price at the moment.
Does not own shares.
Space looking attractive as interest rate come down.
Seem to be struggling with US assets.
Better names in sector (BCE etc.)

DON'T BUY

Company seeing outflows in business.
Lots of debt negatively affected by rising interest rates.
Current share price very cheap.
Business moving sideways (not growing).
Prefer CI Financial/Guardian Capital.

HOLD

Large business across North American.
Good play on infrastructure investment throughout North America.
Does not own shares at this time.
Prefers other names in sector.
Prefers other names with electrification exposure.

BUY ON WEAKNESS

Great performance the past 5 years.
Does not own share because does not pay dividend.
Continues to beat and raise profit expectations.
Entrenched user base.
Growing throughout the world.
Share price expensive at the moment.

HOLD

Small energy company (prefers larger companies).
Stock performance done well the past year.
Strong dividend.
Likes WCP and Headwater Exploration more.

BUY ON WEAKNESS

Slow growth business.
Teleco space not growing very well.
Internet segment strong.
Current share price a good buying opportunity. 
~7% divided yield very attractive.
If interest rates fall, very good time to buy.

BUY

Believes energy space very strong.
Company buying back lots of shares.
Long life asset with lots of cash flow.
Tax pools also valuable.
Oil above $75 is very good for business. 

HOLD

Likes industrial real estate space.
Stock down because of rising interest rates.
Current share price a good place to buy.
Narrative on falling office space demand overblown.
Too much debt on balance sheet also reason shares under pressure.
Prefers Granite REIT & DREAM before Nexus. 

BUY

Rising interest rates tough on business.
Steady business with safe dividend.
Good time to buy with current share price.
Not expecting further interest rate hikes.

BUY

Buying shares recently.
Strong company with good dividend.
Expecting higher natural gas prices.
Hedging allows for safety on dividend.
Excellent management team.

BUY

Very strong business with global presence. 
Large network.
Move to cashless society good for business.
Excellent brand value.

HOLD

Questions on drill results and quality of acreage.
Has owned shares in the past.
Prefers Headwater Exploration.